Home » Author Archive


2,454 Shares in GE Vernova Inc. (NYSE:GEV) Purchased by Capital Planning Advisors LLC
Capital Planning Advisors LLC bought a new position in shares of GE Vernova Inc. (NYSE:GEV – Free Report) in the 1st quarter, Holdings Channel reports. The fund bought 2,454 shares of the company’s stock, valued at approximately... More of this article »
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors Increases Stock Position in iShares Silver Trust (NYSEARCA:SLV)
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors boosted its stake in iShares Silver Trust (NYSEARCA:SLV – Free Report) by 958.7% during the first quarter, according to its most recent Form 13F filing with the... More of this article »
Nuveen LLC Purchases New Shares in Southern Company (The) (NYSE:SO)
Nuveen LLC purchased a new stake in shares of Southern Company (The) (NYSE:SO – Free Report) during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 5,548,980... More of this article »
Paulson Wealth Management Inc. Has $500,000 Stock Position in Automatic Data Processing, Inc. (NASDAQ:ADP)
Paulson Wealth Management Inc. reduced its stake in Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 18.4% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Paulson Wealth Management Inc. Sells 22,999 Shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX)
Paulson Wealth Management Inc. lessened its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 9.6% in the first quarter, Holdings Channel.com reports. The fund owned 216,153 shares of the company’s... More of this article »
Aigen Investment Management LP Takes Position in Fortinet, Inc. (NASDAQ:FTNT)
Aigen Investment Management LP acquired a new position in shares of Fortinet, Inc. (NASDAQ:FTNT – Free Report) during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Aigen Investment Management LP Makes New Investment in T-Mobile US, Inc. (NASDAQ:TMUS)
Aigen Investment Management LP bought a new position in T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
4,011,992 Shares in Valero Energy Corporation (NYSE:VLO) Acquired by Nuveen LLC
Nuveen LLC acquired a new stake in Valero Energy Corporation (NYSE:VLO – Free Report) in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund acquired 4,011,992... More of this article »
Colgate-Palmolive Company (NYSE:CL) Stake Lessened by Dillon & Associates Inc.
Dillon & Associates Inc. lowered its holdings in Colgate-Palmolive Company (NYSE:CL – Free Report) by 2.4% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
AGF Management Ltd. Boosts Stake in KKR & Co. Inc. (NYSE:KKR)
AGF Management Ltd. lifted its stake in shares of KKR & Co. Inc. (NYSE:KKR – Free Report) by 8,851.7% in the 1st quarter, HoldingsChannel reports. The firm owned 870,191 shares of the asset manager’s stock after buying... More of this article »
Motley Fool Wealth Management LLC Has $12.89 Million Stock Holdings in Waters Corporation (NYSE:WAT)
Motley Fool Wealth Management LLC decreased its stake in Waters Corporation (NYSE:WAT – Free Report) by 9.1% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Public Sector Pension Investment Board Decreases Position in Union Pacific Corporation (NYSE:UNP)
Public Sector Pension Investment Board reduced its stake in shares of Union Pacific Corporation (NYSE:UNP – Free Report) by 9.1% during the first quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
AIA Group Ltd Raises Holdings in Citigroup Inc. (NYSE:C)
AIA Group Ltd increased its position in Citigroup Inc. (NYSE:C – Free Report) by 37.1% in the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 137,543 shares of the company’s... More of this article »
Todd Asset Management LLC Buys 153 Shares of Morgan Stanley (NYSE:MS)
Todd Asset Management LLC lifted its stake in Morgan Stanley (NYSE:MS – Free Report) by 0.0% during the first quarter, HoldingsChannel reports. The firm owned 386,839 shares of the financial services provider’s stock after... More of this article »
National Bank of Canada FI Trims Holdings in Ares Management Corporation (NYSE:ARES)
National Bank of Canada FI decreased its holdings in Ares Management Corporation (NYSE:ARES – Free Report) by 2.6% in the 1st quarter, Holdings Channel reports. The firm owned 192,384 shares of the asset manager’s stock... More of this article »
Mustard Seed Financial LLC Cuts Position in Netflix, Inc. (NASDAQ:NFLX)
Mustard Seed Financial LLC lessened its holdings in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 9.9% in the first quarter, according to the company in its most recent filing with the SEC. The institutional investor... More of this article »
Linde PLC (NASDAQ:LIN) Stake Boosted by SouthState Corp
SouthState Corp grew its stake in shares of Linde PLC (NASDAQ:LIN – Free Report) by 2.5% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »First American Trust FSB Sells 73,509 Shares of Arch Capital Group Ltd. (NASDAQ:ACGL)
First American Trust FSB lowered its holdings in shares of Arch Capital Group Ltd. (NASDAQ:ACGL – Free Report) by 96.8% during the 1st quarter, Holdings Channel.com reports. The firm owned 2,468 shares of the insurance provider’s... More of this article »
Reviewing PVH (NYSE:PVH) and TED BAKER (OTCMKTS:TBAKF)
PVH (NYSE:PVH – Get Free Report) and TED BAKER (OTCMKTS:TBAKF – Get Free Report) are both consumer discretionary companies, but which is the superior business? We will compare the two companies based on the strength of... More of this article »
Ballast Inc. Acquires New Stake in The Goldman Sachs Group, Inc. (NYSE:GS)
Ballast Inc. purchased a new stake in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Capital Planning Advisors LLC Grows Position in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW)
Capital Planning Advisors LLC boosted its position in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 8.3% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
Sanofi (NASDAQ:SNY) Stake Lifted by Tranquilli Financial Advisor LLC
Tranquilli Financial Advisor LLC increased its stake in Sanofi (NASDAQ:SNY – Free Report) by 4.2% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
45,428 Shares in Archer Daniels Midland Company (NYSE:ADM) Acquired by Entropy Technologies LP
Entropy Technologies LP bought a new position in shares of Archer Daniels Midland Company (NYSE:ADM – Free Report) in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Entropy Technologies LP Has $2.46 Million Stock Holdings in Cardinal Health, Inc. (NYSE:CAH)
Entropy Technologies LP grew its position in Cardinal Health, Inc. (NYSE:CAH – Free Report) by 32.1% in the first quarter, according to its most recent filing with the SEC. The fund owned 17,829 shares of the company’s... More of this article »
Linscomb Wealth Inc. Boosts Position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)
Linscomb Wealth Inc. boosted its holdings in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 6.2% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Aigen Investment Management LP Invests $1.26 Million in M&T Bank Corporation (NYSE:MTB)
Aigen Investment Management LP acquired a new position in M&T Bank Corporation (NYSE:MTB – Free Report) in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Invesco Ltd. Has $571.74 Million Stake in eBay Inc. (NASDAQ:EBAY)
Invesco Ltd. grew its stake in eBay Inc. (NASDAQ:EBAY – Free Report) by 8.0% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 8,441,396 shares... More of this article »
Trust Asset Management LLC Buys New Position in Workday, Inc. (NASDAQ:WDAY)
Trust Asset Management LLC acquired a new stake in Workday, Inc. (NASDAQ:WDAY – Free Report) in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired... More of this article »
Meridian Wealth Management LLC Grows Stake in Vanguard Value ETF (NYSEARCA:VTV)
Meridian Wealth Management LLC raised its stake in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 4.0% during the 1st quarter, HoldingsChannel reports. The firm owned 117,064 shares of the company’s stock after acquiring... More of this article »
Motley Fool Wealth Management LLC Trims Holdings in Alexandria Real Estate Equities, Inc. (NYSE:ARE)
Motley Fool Wealth Management LLC trimmed its position in Alexandria Real Estate Equities, Inc. (NYSE:ARE – Free Report) by 1.2% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
894,471 Shares in Alphatec Holdings, Inc. (NASDAQ:ATEC) Acquired by Motley Fool Wealth Management LLC
Motley Fool Wealth Management LLC purchased a new position in shares of Alphatec Holdings, Inc. (NASDAQ:ATEC – Free Report) in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Nuveen LLC Invests $286.13 Million in Eversource Energy (NYSE:ES)
Nuveen LLC acquired a new position in Eversource Energy (NYSE:ES – Free Report) in the first quarter, HoldingsChannel.com reports. The firm acquired 4,606,824 shares of the utilities provider’s stock, valued at approximately... More of this article »
Nuveen LLC Takes $482.68 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM)
Nuveen LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) during the 1st quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Maia Wealth LLC Acquires 487 Shares of Salesforce Inc. (NYSE:CRM)
Maia Wealth LLC boosted its position in Salesforce Inc. (NYSE:CRM – Free Report) by 7.3% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund... More of this article »
CCM Investment Group LLC Acquires Shares of 3,831 Allegion PLC (NYSE:ALLE)
CCM Investment Group LLC acquired a new stake in shares of Allegion PLC (NYSE:ALLE – Free Report) during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired... More of this article »
Savvy Advisors Inc. Buys 538 Shares of Invesco Aerospace & Defense ETF (NYSEARCA:PPA)
Savvy Advisors Inc. lifted its stake in Invesco Aerospace & Defense ETF (NYSEARCA:PPA – Free Report) by 29.3% in the first quarter, HoldingsChannel.com reports. The fund owned 2,374 shares of the company’s stock after... More of this article »
Wolverine Asset Management LLC Takes $382,000 Position in General Dynamics Corporation (NYSE:GD)
Wolverine Asset Management LLC purchased a new stake in General Dynamics Corporation (NYSE:GD – Free Report) in the 1st quarter, Holdings Channel reports. The fund purchased 1,400 shares of the aerospace company’s stock,... More of this article »
Wolverine Asset Management LLC Acquires New Stake in Curtiss-Wright Corporation (NYSE:CW)
Wolverine Asset Management LLC acquired a new stake in Curtiss-Wright Corporation (NYSE:CW – Free Report) during the 1st quarter, Holdings Channel.com reports. The firm acquired 1,500 shares of the aerospace company’s... More of this article »
Capital Planning Advisors LLC Purchases 27,671 Shares of Invesco S&P SmallCap Quality ETF (BATS:XSHQ)
Capital Planning Advisors LLC increased its position in Invesco S&P SmallCap Quality ETF (BATS:XSHQ – Free Report) by 40.9% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Vanguard U.S. Quality Factor ETF (BATS:VFQY) Shares Sold by Cobblestone Capital Advisors LLC NY
Cobblestone Capital Advisors LLC NY cut its holdings in shares of Vanguard U.S. Quality Factor ETF (BATS:VFQY – Free Report) by 7.4% in the 1st quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Aigen Investment Management LP Buys 5,321 Shares of Westlake Corp. (NYSE:WLK)
Aigen Investment Management LP increased its stake in shares of Westlake Corp. (NYSE:WLK – Free Report) by 101.3% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Entropy Technologies LP Grows Stake in MSCI Inc (NYSE:MSCI)
Entropy Technologies LP raised its position in shares of MSCI Inc (NYSE:MSCI – Free Report) by 227.2% in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »
Trimble Inc. (NASDAQ:TRMB) Given Average Recommendation of “Buy” by Brokerages
Shares of Trimble Inc. (NASDAQ:TRMB – Get Free Report) have received an average recommendation of “Buy” from the eight analysts that are currently covering the company, MarketBeat Ratings reports. Seven equities... More of this article »
Operose Advisors LLC Grows Position in Schwab Fundamental Emerging Markets Equity ETF (NYSEARCA:FNDE)
Operose Advisors LLC lifted its holdings in shares of Schwab Fundamental Emerging Markets Equity ETF (NYSEARCA:FNDE – Free Report) by 2,125.0% during the 1st quarter, HoldingsChannel reports. The institutional investor owned... More of this article »
AGF Management Ltd. Sells 274,418 Shares of Canadian National Railway Company (NYSE:CNI)
AGF Management Ltd. reduced its holdings in shares of Canadian National Railway Company (NYSE:CNI – Free Report) (TSE:CNR) by 29.8% in the 1st quarter, according to the company in its most recent filing with the Securities &... More of this article »
Financial Engines Advisors L.L.C. Reduces Holdings in iShares U.S. Treasury Bond ETF (BATS:GOVT)
Financial Engines Advisors L.L.C. reduced its stake in shares of iShares U.S. Treasury Bond ETF (BATS:GOVT – Free Report) by 59.5% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Cypress Capital Group Sells 379 Shares of iShares Russell 1000 ETF (NYSEARCA:IWB)
Cypress Capital Group decreased its holdings in shares of iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) by 7.8% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Motley Fool Asset Management LLC Increases Stake in Eli Lilly and Company (NYSE:LLY)
Motley Fool Asset Management LLC increased its holdings in Eli Lilly and Company (NYSE:LLY – Free Report) by 16.5% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 45,878 shares... More of this article »